Move a list or monitor to another client

Updated Nov 20261 min read

Made something in the wrong client? Move it instead of rebuilding it.

Move a list, monitor or watcher

  1. Open the ⋯ menu on a lead list, company list, monitor or watcher.
  2. Choose Move to… and pick the client.

A monitor or watcher moves with its signals.

Exclusion lists

An exclusion list applies either to one client or to All clients. You choose when you upload it in Settings, and you can move it later with its move button there. Use All clients for lists that should apply everywhere, like your own customers.

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